WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $348,280 | -3.3% | 5,664 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $360,231 | +2.8% | 5,664 | 0.0% | 0.07% | -1.3% |
| Q1 2023 | $350,376 | -0.1% | 5,664 | 0.0% | 0.08% | -6.2% |
| Q4 2022 | $350,885 | +12.1% | 5,664 | 0.0% | 0.08% | -7.0% |
| Q3 2022 | $313,000 | -6.6% | 5,664 | 0.0% | 0.09% | -4.4% |
| Q2 2022 | $335,000 | -9.9% | 5,664 | 0.0% | 0.09% | -46.7% |
| Q1 2022 | $372,000 | -0.5% | 5,664 | 0.0% | 0.17% | +61.0% |
| Q4 2021 | $374,000 | +10.7% | 5,664 | +100.0% | 0.10% | -7.9% |
| Q3 2021 | $338,000 | -0.9% | 2,832 | 0.0% | 0.11% | -8.1% |
| Q2 2021 | $341,000 | +4.9% | 2,832 | 0.0% | 0.12% | -11.4% |
| Q1 2021 | $325,000 | +6.9% | 2,832 | 0.0% | 0.14% | +2.2% |
| Q4 2020 | $304,000 | +10.5% | 2,832 | 0.0% | 0.14% | -3.5% |
| Q3 2020 | $275,000 | +4.6% | 2,832 | 0.0% | 0.14% | -2.1% |
| Q2 2020 | $263,000 | +14.8% | 2,832 | 0.0% | 0.14% | -2.7% |
| Q1 2020 | $229,000 | -23.7% | 2,832 | 0.0% | 0.15% | -3.9% |
| Q4 2019 | $300,000 | +6.8% | 2,832 | 0.0% | 0.16% | +2.0% |
| Q3 2019 | $281,000 | +2.6% | 2,832 | 0.0% | 0.15% | +2.0% |
| Q2 2019 | $274,000 | +2.6% | 2,832 | 0.0% | 0.15% | +0.7% |
| Q1 2019 | $267,000 | +11.7% | 2,832 | 0.0% | 0.15% | -1.3% |
| Q4 2018 | $239,000 | -11.5% | 2,832 | 0.0% | 0.15% | 0.0% |
| Q3 2018 | $270,000 | +6.3% | 2,832 | 0.0% | 0.15% | +1.4% |
| Q2 2018 | $254,000 | +1.2% | 2,832 | 0.0% | 0.15% | -0.7% |
| Q1 2018 | $251,000 | -3.8% | 2,832 | 0.0% | 0.15% | -1.3% |
| Q4 2017 | $261,000 | +6.1% | 2,832 | 0.0% | 0.15% | +0.7% |
| Q3 2017 | $246,000 | +3.4% | 2,832 | 0.0% | 0.15% | -7.4% |
| Q2 2017 | $238,000 | +1.3% | 2,832 | 0.0% | 0.16% | -2.4% |
| Q1 2017 | $235,000 | +4.0% | 2,832 | 0.0% | 0.17% | -1.2% |
| Q4 2016 | $226,000 | +3.7% | 2,832 | 0.0% | 0.17% | +1.2% |
| Q3 2016 | $218,000 | +1.4% | 2,832 | 0.0% | 0.17% | -5.7% |
| Q2 2016 | $215,000 | -48.3% | 2,832 | -50.0% | 0.18% | +2.3% |
| Q1 2016 | $416,000 | +107.0% | 5,664 | +100.0% | 0.17% | -0.6% |
| Q4 2015 | $201,000 | – | 2,832 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |